Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47381.34 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45983.35 Kr¶
PnL: ---------------------------------------> -905.22 Kr¶
DD now: ---------------------------------> -2.567 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:50:04.764982'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.640000 | 3130.000000 | 203.000000 | 6.940000 | 2927.000000 |
| HEBA B | 70 | 0.630000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| HMS Networks | 2 | -1.320000 | 780.400000 | 107.400000 | 15.960000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.750000 | 3509.580000 | 55.580000 | 1.610000 | 3453.999992 |
| SAAB B | 8 | -0.720000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.100000 | 394.100000 | 39.100000 | 11.010000 | 355.000000 |
| Corem Property Group B | 59 | 1.080000 | 605.340000 | 28.340000 | 4.910000 | 576.999999 |
| Resurs Holding | 22 | 0.850000 | 598.840000 | 24.840000 | 4.330000 | 573.999998 |
| Intrum | 4 | 1.250000 | 551.600000 | 24.600000 | 4.670000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 0.790000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Swedbank A | 3 | 0.810000 | 580.500000 | 16.500000 | 2.930000 | 564.000000 |
| AcadeMedia | 12 | -1.330000 | 570.960000 | 13.960000 | 2.510000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Securitas B | 6 | 1.120000 | 582.600000 | 12.600000 | 2.210000 | 570.000000 |
| Boozt | 12 | -0.430000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| Creaspac SPAC | 6 | 0.410000 | 583.200000 | 6.200000 | 1.070000 | 577.000002 |
| Norva24 Group | 16 | -0.870000 | 549.120000 | 6.120000 | 1.130000 | 543.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.650000 | 250.800000 | 4.800000 | 1.950000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.220000 | 534.400000 | 2.400000 | 0.450000 | 532.000000 |
| Handelsbanken A | 5 | 0.560000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Midsona B | 63 | 0.550000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Essity B | 2 | 0.360000 | 551.200000 | -22.800000 | -3.970000 | 574.000000 |
| CTEK | 13 | -4.210000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| International Petroleum Corp. | 5 | 2.810000 | 567.500000 | -27.070000 | -4.550000 | 594.565215 |
| Essity A | 4 | 0.550000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.470000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.160000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.370000 | 2792.400000 | -178.600000 | -6.010000 | 2971.000006 |
| OX2 | 18 | -0.250000 | 1414.800000 | -249.200000 | -14.980000 | 1663.999992 |
| Axfood | 13 | 0.370000 | 3481.400000 | -274.600000 | -7.310000 | 3756.000001 |
| Ovzon | 52 | -1.120000 | 2745.600000 | -616.400000 | -18.330000 | 3361.999992 |
| TOTAL | 45983.350000 | -905.220000 | -2.56745% | 46888.564618 |
Updated:¶
'2023-01-27 09:50:18.280067'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
